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Marilyn Yoder Email
Office Manager . Cook Wealth
Raleigh, NC
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Employees:
32Revenue:
$5.4MAbout
As life becomes more complex, money starts to feel overwhelming. Our team helps to handle your finances, so you can live life empowered.\n\nWe know life is complicated and it’s a challenge to feel confident in financial decisions you make on your own. Our experienced team of financial advisors, tax experts and investment managers partner with you to create a smart, customized financial strategy that fits your life stage, circumstances and priorities.\n\nWe’ll support you in every aspect of your financial life so you can have a clear plan to do what matters most to you. You’ll be able to give more, save more and have the flexibility and resources to face any challenge.\n\nWe’re a boutique firm with the expertise and collective knowledge to handle:\n•\tFinancial services\n•\tInvestments\n•\tTax consulting and optimization\n•\tEstate planning\n•\tRetirement planning\n•\tBusiness changes and succession planning\n \nBased in Raleigh, North Carolina, we work with clients all over the country. When you’re ready to work with a team who values you and your finances, call Cook Wealth.Cook Wealth Address
Raleigh, NC
United States